Mason G. Morfit Portfolio
Invests via ValueAct Holdings LP | Managed by Mason G. Morfit
Invests via ValueAct Holdings LP
Managed by Mason G. Morfit
Automatically Tracked
He leads investment strategy at ValueAct Capital, directing concentrated, engagement-oriented activism and growth equity investments across software, healthcare and industrials; Mason G. Morfit brings a track record of negotiating board-level changes, operational improvement plans and multi-year value creation with large institutional capital. Prior roles span senior investment and portfolio management positions in the buy-side, and his investing style blends fundamental research with collaborative governance to unlock enterprise value for long-term shareholders.
He leads investment strategy at ValueAct Capital, directing concentrated, engagement-oriented activism and growth equity investments across software, healthcare and industrials; Mason G. Morfit brings a track record of negotiating board-level changes, operational improvement plans and multi-year value creation with large institutional capital. Prior roles span senior investment and portfolio management positions in the buy-side, and his investing style blends fundamental research with collaborative governance to unlock enterprise value for long-term shareholders.
Investment Philosophy & Strategy
Deploys concentrated, conviction-driven capital with a multi-year horizon, marrying deep fundamental research and operational due diligence to identify enterprise improvement opportunities in software, healthcare and industrials. Prefers engagement-oriented activism: negotiating board representation, aligning management incentives, and sponsoring turnaround and growth plans to unlock value. Emphasizes rigorous capital-allocation analysis, selective use of leverage, and a clear exit thesis tied to governance milestones. Risk discipline centers on downside protection via structural changes and close portfolio monitoring while seeking asymmetric upside through strategic operational interventions and collaborative stakeholder alignment.
Deploys concentrated, conviction-driven capital with a multi-year horizon, marrying deep fundamental research and operational due diligence to identify enterprise improvement opportunities in software, healthcare and industrials. Prefers engagement-oriented activism: negotiating board representation, aligning management incentives, and sponsoring turnaround and growth plans to unlock value. Emphasizes rigorous capital-allocation analysis, selective use of leverage, and a clear exit thesis tied to governance milestones. Risk discipline centers on downside protection via structural changes and close portfolio monitoring while seeking asymmetric upside through strategic operational interventions and collaborative stakeholder alignment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.06%
Gain
Monthly
1.11%
Yearly
14.15%
Drawdown
27.54%
$6.36B
Equity
Holdings
$6.36B
Investment
$6.15B
$17.14B
Profit +$141.3M
Realized
$16.92B
Unrealized
$212.51M
Dividends
$2.02B
Goals
Avg. 98% completed goals
Yearly
Gain > 12% 2026
Yearly
Loss < 51% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$141.3M
Win %
70%
This Week
Compared To Last Week
Gain
3.46%
Profit
$212.62M
Win %
70%
This Month
Compared to last month
Gain
6.14%
Profit
$367.87M
Win %
70%
This Year
Compared to last year
Gain
11.23%
Profit
$641.78M
Win %
58%
BLK BlackRock, Inc.
+6.78%
+$37.99M 
CBRE CBRE Group Inc.
+5.98%
+$1.87M 
KKR KKR & Co. Inc.
+4.93%
+$15.71M 
RKT Rocket Companies, Inc. Class A
+4.06%
+$16.36M 
RBLX Roblox Corporation
+3.85%
+$12.28M 
TOST Toast Inc.
+3.57%
+$13.8M 
META Meta Platforms Inc Class A
+3.4%
+$20.59M 
AMZN Amazon.com Inc
+3.33%
+$23.77M 
WIX Wix.com Ltd.
+2.21%
+$1.28M 
SPOT Spotify Technology S.A.
+1.92%
+$3.3M 
DIS The Walt Disney Company
+1.57%
+$604,348.81 
V Visa Inc. Class A
+0.52%
+$4.26M 
CRM Salesforce Inc
+0.49%
+$2.44M 
SSD Simpson Manufacturing Co., Inc.
+0.09%
+$237,667.14 
Events
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Dividends
Dividend Analysis
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| Trades 686 | Longs Won 457/686 66% | Profit Factor 6.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $74.14M |
| Average Win $44.68M | Best Trade (Jun 30) $850.97M | Sharpe Ratio -15.65 |
| Average Loss -$14.33M | Worst Trade (Sep 29) -$248.07M | Z-Score -10.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w | Expectancy $24.98M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.23% |
| Consecutive Losing Trades | 444 | 399 | 355 | 311 | 266 | 222 | 178 | 133 | 89 | 44 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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